AI

Atria Investments Portfolio holdings

AUM $8.47B
1-Year Est. Return 17.45%
This Quarter Est. Return
1 Year Est. Return
+17.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
+$885M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$33.5M
3
+$32.8M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$21.4M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$19.6M

Top Sells

1
+$28M
2
+$22.5M
3
+$21.3M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$12.4M
5
LGLV icon
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
+$11.1M

Sector Composition

1 Technology 8.64%
2 Financials 6.42%
3 Healthcare 5.84%
4 Industrials 4.71%
5 Consumer Discretionary 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1151
$202K 0.01%
+1,280
1152
$202K 0.01%
+8,571
1153
$202K 0.01%
+2,583
1154
$201K 0.01%
+11,485
1155
$201K 0.01%
+6,431
1156
$200K 0.01%
+10,760
1157
$199K 0.01%
+22,680
1158
$196K 0.01%
30,413
-828
1159
$192K 0.01%
+48,284
1160
$187K 0.01%
+772
1161
$184K 0.01%
+21,112
1162
$178K ﹤0.01%
+10,731
1163
$176K ﹤0.01%
+16,397
1164
$176K ﹤0.01%
+11,153
1165
$176K ﹤0.01%
+11,060
1166
$172K ﹤0.01%
+11,735
1167
$170K ﹤0.01%
+10,653
1168
$157K ﹤0.01%
+22,935
1169
$156K ﹤0.01%
+10,626
1170
$156K ﹤0.01%
+14,697
1171
$155K ﹤0.01%
+21,706
1172
$137K ﹤0.01%
+16,025
1173
$137K ﹤0.01%
+12,839
1174
$134K ﹤0.01%
+14,126
1175
$131K ﹤0.01%
+11,579
45 46
47
48 49